Name: J.P. Morgan Healthcare Conference 2025: Key Takeaways and Implications
Start: 2025-02-06T18:58:00Z
End: 2025-02-06T18:58:57.000Z
Location: BrightTALK
Rating: 5

Since 2011, our AI-based market intelligence technology has helped industry professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, news, trade journals, and equity research. Thousands of organizations use AlphaSense to make smarter decisions with confidence and speed.

Using our platform and it's AI-based technology, we are able to pull quick and accurate insights across our vast content library. From those insights, this channel will highlight AlphaSense webinars that will help you keep up with the latest trends across industries

Are companies moving beyond AI copilots to fully autonomous agents? Have we reached the limits of what scaling can do for AI? Does DeepSeek challenge long-held assumptions about AI development?

In our second AlphaSense and Morgan Stanley Quarterly AI Update, we explore the latest breakthroughs shaping AI’s future, from AI agents poised to transform the workforce to the growing debate over scaling limits and the push for efficiency.

We examine the role of cost-effective models like DeepSeek and discuss how reasoning techniques like Chain of Thought are making models more capable. Plus, we unpack OpenAI’s Stargate initiative, a bold investment in AI infrastructure, and what it could mean for the future of large-scale AI deployment.

As AI’s evolution accelerates, where is the industry headed next? Will smaller, specialized models reshape the landscape? What key trends should investors be watching as AI moves into its next phase?

Watch Keith Weiss, Managing Director at Morgan Stanley, and Sarah Hoffman, Director of Research, AI at AlphaSense, as they break down the biggest shifts in AI and explore what’s coming next.

AI’s Next Leap: Smarter, Cheaper, and More Autonomous

Watch AlphaSense's Chris Ackerson, VP of Product, and Adrianna Silver, VP of Expert Research, as they share practical examples on how research professionals are using generative AI tools to uncover new opportunities, navigate complexity, and bolster investment decisions. They explore:
- Unique opportunities to leverage AI for market intelligence and investment workflows.
- The importance of diverse content access in the success of generative AI deployments for research teams.
- How AlphaSense customers are using generative AI to drive more efficiency and efficacy in their investment, competitive, and strategic research.
- Our roadmap of new generative AI tools and exciting new data sources.

This webinar features a Customer Spotlight with Ben Bajarin, CEO and Principal Analyst at Creative Strategies, Inc. Ben talks about how he uses AlphaSense's generative AI tools to research more effectively. Hear from someone in your shoes!

Reshaping Research:  Generative AI for Million-Dollar Decisions

What Does the Latest Cloud Earnings Season Tell Us About AI’s Future?

The AI race is heating up, and the latest earnings reports from Amazon, Microsoft, and Google provide crucial signals on where the industry is headed. Join AlphaSense partner Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, as he deciphers the key takeaways from Big Tech’s earnings calls and what they reveal about the future of AI and cloud computing.

Using AlphaSense’s extensive library—including earnings transcripts, expert interviews, and proprietary insights—Rihard will break down how these companies are navigating AI workload demand, ROI, and the evolving semiconductor landscape.

Watch this session to learn:
- How Amazon, Microsoft, and Google view AI workload demand—and what it means for investors
- What's the near-term outlook for semiconductors like Nvidia and Broadcom
- Whether DeepSeek has forced hyperscalers to rethink their AI strategies
- About AI CapEx trends and the broader investment implications

Whether you're an institutional investor, analyst, or AI enthusiast, this session will equip you with actionable insights to enhance your research and stay ahead in the evolving AI space.

Big Tech’s AI Bets: What Q4 Earnings Reveal About the Future

Listen to this exclusive Expert Insights call between Andrew Walker, Portfolio Manager at Rangeley Capital and host of Yet Another Value Podcast, and Tom Wheeler, former FCC Chairman (2013-2017), a renowned telecom policy expert. With the market shifting in significant ways, Tom will share key insights on the future of telecom, fiber investments, satellite broadband, and cable competition, and other trends shaping the sector's future.

Key Topics:

- Telecom companies are investing billions in fiber — what returns can they expect?
- Will Starlink disrupt the broadband market or remain a niche player?
- How will cable companies fare against the growing competition from fiber, fixed wireless, and satellite?

Don’t miss this opportunity to gain expert insights on the next chapter of telecom. Watch now.

Expert Insights Call: The Future of Telecom – Convergence, Competition, and New Opportunities

In the fast-evolving world of business intelligence, staying ahead demands not just data but deep, actionable insights. 

In this session from AUTONOMOUS – the world’s largest summit for AI innovators, Chris Ackerson, VP of Product, AlphaSense, explores how Generative AI is redefining the business decision-making process, drawing from AlphaSense's latest advancements - such as Generative Search - to illustrate the practical applications of AI-driven content analysis and provide a glimpse into the future of business intelligence.

The Future of Insight-Driven Innovation

Watch this session with popular Morgan Stanley Senior Economist and Strategist, Sarah Wolfe, where she offers her macroeconomic outlook on the future of the U.S. economy. With the new administration now in office, what can consumers and businesses expect in the coming year?

You'll gain insights into these critical questions and more.
- Will consumer spending remain robust?
- Will inflation stabilize?
- How will advancements in technology shape the economic landscape?
- Can growth be sustained amidst tighter financial conditions, high debt levels, and global uncertainties?
- How might geopolitical risks and trade dynamics create challenges?

2025 Economic Showdown: Sarah Wolfe Reveals What’s Next for the U.S. Economy

Watch Sarah Hoffman, Director of Research, AI, at AlphaSense, and Packy McCormick, Founder of Not Boring, for a discussion on what held back AI’s potential in 2024, what to expect in 2025, and how to position your organization for success.
Key Takeaways:
- Lessons from 2024: Understand how generative AI advanced in affordability, accuracy, and accessibility, and why many solutions stayed in the proof-of-concept stage.
- Enterprise Challenges: Learn why full-scale deployment lagged and the key barriers organizations face in scaling AI solutions.
- Next-Gen AI Models: Discover how advancements in 2025 will enable transformative applications, drive strategic value, and enhance market research.
- Future Strategies and ROI: Learn how to prepare your organization for AI’s next phase, measure its impact, and use AI-driven insights to elevate market research.

Generative AI: Lessons from 2024 and Strategic Outlook for 2025

Watch this exclusive panel discussion hosted by Patrick O’Shaughnessy, CEO of Positive Sum and host of Invest Like the Best, featuring Divya Narendra, CEO of SumZero and co-founder of ConnectU, the predecessor to Facebook (featured in the movie The Social Network), and Chris Ackerson, VP of Product at AlphaSense.

This expert panel discussed:
- The AI Edge in Tech and FinTech. How major companies are reshaping industry capabilities and fast-tracking access to crucial information.
- Investment Firms’ AI Adoption and Spending Trends. How firms are deploying AI to manage data complexity and new demands for alternative data and quantitative expertise.
- The Future of AI in Investment Research. How AlphaSense’s AI solutions are uncovering off-the-radar opportunities for analysts.

The New Era of Investing: How AI is Revolutionizing the Investment Landscape

Wall Street Insights® On-Demand

With Donald Trump winning the presidential election, watch this pivotal discussion and economic analysis with Stephen Juneau, US Economist with BofA Securities. With a history of guiding strategies, especially during turbulent times, Juneau provided a candid deep dive into what we can expect for the U.S. economy for the rest of 2024 and beyond.

He covered topics ranging from managing election changes and predicting shifts in monetary policies to financial markets and consumer behaviors. Juneau’s insights unraveled the nuanced complexities of the economic environment after the election—giving guidance to investors and businesses as they face challenges.

An Exclusive Fireside Chat with Stephen Juneau of BofA Securities- Post-Election Economy: What's Next?

Be a part of the first installment of the AlphaSense and Morgan Stanley Quarterly AI Update, with AlphaSense AI Evangelist Sarah Hoffman and Keith Weiss from Morgan Stanley as they discuss the evolving world of generative AI technology. Sarah and Keith offer invaluable insights into how AI is influencing the future of business and technological advancements while also impacting workforce dynamics. Don’t miss this inaugural quarterly discussion as we examine the latest developments and predictions in the amazing world of AI.

They will explore key topics including:

- AI adoption rate across industries
- The impact on economies
- Potential risks involved over the coming years

Generative AI in Focus: Trends, Risks, and Future Outlook – Quarterly AI Insights with Keith Weiss

Watch this thought leader webinar hosted by Barb Tague, Content Manager, Financial Services, at AlphaSense, featuring Stephen Clapham, founder of Behind the Balance Sheet, a leading investment research consultancy. Stephen shared insights into the key methods companies use to report earnings—and what savvy investors should watch for.

Covered Topics:

- Adjusting Asset Lives for Growth
- Changes in Accounting Policies
- Modified or Inflated Key Financials

Revealing Hidden Earnings: How Companies Use Accounting Techniques to Boost Financials

AlphaSense partnered with Bill Brewster, Host of The Business Brew Podcast, to bring you this discussion with Alex Morris, Founder of TSOH Investment Research Service, on Disney’s future and the broader media landscape including how Warner Bros. Discovery (WBD) and Paramount are adapting to the rapidly changing environment.

Key topics discussed included:

- Disney and Sports Rights: Adapting to the New Media Landscape. With ESPN at the core, Disney's sports dominance is vital. How should they monetize their content and position ESPN+ for future success? We'll explore how Disney can leverage its sports assets to stay competitive.

- How WBD and Paramount are Adapting to the Changing Media Landscape. Leveraging assets like HBO and Paramount Pictures, WBD and Paramount are navigating the challenges of a streaming and sports-driven market. We'll explore their evolving strategies and what it means for their long-term prospects in a competitive industry.

- Evolving Dynamics Between Programmers and Distributors. With the rise of direct-to-consumer models, traditional distribution is changing. We'll examine how major distributors adapt to new strategies and how media companies are reshaping their approach, highlighting investor opportunities for maximum return.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

Disney's Playbook: How Sports Rights Are Shaping the Future of Streaming

In this Company Spotlight, AlphaSense partnered with Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, to host this discussion with Groq’s General Manager at GroqCloud™, Sunny Madra, on the evolving semiconductor market and AI’s transformative role.

The discussion examined:

- Nvidia’s leadership in AI training and inference through moats like CUDA and networking.
- Emerging AI trends, including Meta’s AI strategy with LLama, and the debate between open-source vs. closed-source models.
- Groq’s unique approach and how they are positioned to disrupt the AI chip market.

You'll gain valuable insights into how AI and semiconductor innovations can shape market performance and portfolio strategies.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

AI Use Cases and the Semiconductor Future with Groq

Major Players and Investment Trends Shaping the Outlook for Generative AI

This exclusive interview features AlphaSense CEO & Co-Founder, Jack Kokko, and Goldman Sachs Managing Director of U.S. Internet Equity Research, Eric Sheridan, as they explore the transformative power of generative AI. Major industry players, including Alphabet, Amazon, and Meta, are driving this revolution, reshaping industries, and redefining competitive landscapes. This session will uncover the strategic impact of AI innovation on business success and provide a roadmap for thriving in the AI-powered future.

Get exclusive insights into the future of AI, including:

- The latest advancements in AI intelligence and their applications across industries.
- How AI expenditures from tech giants like Alphabet and Amazon are reshaping business strategies.
- The role of cloud providers, including AWS, in enabling the generative AI revolution.
- Insights into how businesses are preparing for the future of generative AI innovation.

This interview is also available in our Thought Leader Series in AlphaSense’s Expert Transcript Library.

Exclusive Q&A: Eric Sheridan, Goldman Sachs Managing Director, and Jack Kokko, CEO of AlphaSense on the Future of GenAI

In recent years, the electric vehicle (EV) market has experienced a remarkable surge in adoption, signaling a greater shift in consumer preferences towards greener and more sustainable modes of transportation.

Yet, despite the surge in adoption, EV manufacturing companies have experienced plummeting stock prices over the past year, raising questions about the sector's financial health, future growth prospects, and long term viability.

Watch now to hear Adam Jonas, Head of Global Autos & Shared Mobility at Morgan Stanley Research, and Xavier Smith, Director of Energy & Industrials Research at AlphaSense, discuss the current state of the electric vehicle market. They answer the one big question that is top of mind for those invested in this market: Was this a fad or will this industry rally in the second half of 2024 and beyond?

EV Winter: When Will It Turn To Spring?

Listen to this webcast with Sara Mallatt Stahl Director of Healthcare Research at AlphaSense, in this "Friday Coffee Talk" where she shares her knowledge and domain expertise on current trends in healthcare. Sara dives into hot topics and related companies, and shares expert perspectives (from former employees, customers, suppliers, and others).

During this roundup session you will hear about topics (and related companies) like:

- Update on GLP-1 Obesity Treatments
- AI in Healthcare Delivery
- The Evolving Cell Therapy Landscape

Healthcare Roundup: GLP-1s, AI in Healthcare Delivery, Cell Therapy Landscape

Listen to this exclusive webinar with distinguished industry leaders exploring opportunities and complexities at the heart of the tectonic shift in global energy resources.

Richard Morley, AlphaSense’s Global Head of Energy and Industrials, hosted the discussion with Arjun Murti, Partner at Veriten, and Josh Young, Chief Investment Officer at Bison Interests. They discussed:

- Carbon Capture and Hydrogen for Fossil Fuel Companies. Carbon capture and hydrogen technologies have the potential to guide fossil fuel companies toward net-zero emissions.

- Renewable Energy Firms' Acceleration. Renewable energy firms are seeking ways to accelerate the adoption of green technologies.

- China and India's Renewable Energy Strategies. China and India are increasingly committed to renewable energy, with substantial investments and supportive policies.

- Emerging M&A Opportunities in Energy. The evolving energy landscape is creating new M&A opportunities in the oil & gas sector and beyond.

Whether you're a corporate decision-maker or an investor looking to stay ahead of the curve, this webinar offers invaluable insights on a critical issue concerning the global economy.

Myth vs. Reality: Renewables Adoption by 2030

Watch this roundtable discussion on the key takeaways and implications from the J.P. Morgan's 43rd Annual Healthcare Conference and the implications for 2025.
Key topics included:
- Buzz-worthy deals and other news coming out of the conference
- Healthcare policy outlook and uncertainties under the new administration
- Biopharma funding environment and innovation trends to watch in 2025
- Outlook for the obesity mega-theme
- AI in healthcare: substance vs. hype

J.P. Morgan Healthcare Conference 2025:  Key Takeaways and Implications

Healthcare

Biopharma

Fintech

Investment Strategy

Investors

Mergers and Acquisitions

Life Sciences

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Business Intelligence and Analytics

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Information Technology

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Energy

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Research and Development

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Medical Research

Get powerful life science insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on strategies and initiatives to accelerate the transformation of U.S. and global health care from a volume- to value-based marketplace.

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful market trends insights that are shaping the M

Get powerful venture capital insights from influential investment experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge and understand market trends and investment opportunities.

Venture Capital

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

J.P. Morgan Healthcare Conference 2025: Key Takeaways and Implications

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